This Diwali,

Go digital & beyond

with NSE INVEST

Digitisation has played a monumental role in enhancing business across all verticals. Knowing this, NSE, India’s
largest stock exchange, brings you an all-new, cloud-based, comprehensive digital platform to help you take a big
leap into the future of mutual fund investing. It is a one-stop-solution for growth of your business
What makes NSE Invest a #OneStopSolution?
A complete white-labelled
solution since branding is
key to your business growth
Easy digital onboarding &
transactions through website
AUM & Brokerage reconciliation &
reporting for end-to-end tracking
of revenue
Simplified digital & physical
investor experience for
seamless investment journey
Check out our five power-packed sub-modules 
under distributor and investor modules
Investor module
► Paperless & paper-based onboarding
► Paperless account activation & mandate
creation
► Download Reports
► Portfolio analysis & benchmarking
Transaction module
► Multiple modes of payment
► Secure transaction integration with NSE
► Integration with CBS (Core Banking
System)
► Supports all types of transactions
► Cease SIP/SWP/STP
► NFO Schemes , Gold & ELSS schemes
► SIP & Goal Calculator
► Since Inception Transactions, Customers
and brokerage import
Portfolio benchmarking & fund
level analysis to help you make
an informed choice
Family wrap creation for
Distributor as well as Investor
Detailed client & business
reports available which can
help keep track of investments
Efficient & resourceful helpdesk
team for prompt, relevant and
constructive support
Helpdesk module
► Inbuilt supportdesk to raise and manage
queires
► Adaptable with hierarchy
Branch module
► Region wise/ branch wise reports available
► Ease of creating and tracking branch
► MIS reports downloads
► Month wise top investors / RM / Scheme
reports
Management module
► AUM & Brokerage reconcillation reports
► Hierarchy import
► EUIN management
► Mail back configuration
► Employee & Roles Permissions Management
► Auto split hierarchy wise
Here are some key features one can avail through:

Partner portal/ distributor login

Branch, region or consolidated
level transactions’ monitoring
offline
Complete reading of all RTA
brokerage files
Sync existing NSENMF customer &
transaction data instantly
Provision to configure commission
settings AMC wise

ARN, API, AMC & RTA mail Bulk import of investors &
back configuration mandates

Auto import of daily RTA Customer details from KRA

transaction data

Transaction initiation Employee mapping

Investor/ customer portal

Fast & intuitive account Comprehensive Dashboard

setup with all holdings

Creating or updating AUM & Revenue drill down

portfolios

Auto KYC compliance check SIP alerts & reminders

 For Demo/Support, Get in touch with us
Western Regional Office (WRO)
Mumbai, Raigad, Nagpur (Division) & Goa Priyad Tadkod 9619497908 ptadkod@nse.co.in

Mumbai, Palghar, Amravati (Division) Shashi Bhushan 8433913366 shashibhushanm@nse.co.in

& Khandesh Mishra
Mumbai Ashish Gyani 7304535688 agyani@nse.co.in

Pune, Western Maharashtra, Marathwada Bhavesha Chandra 9310393973 bchandra@nse.co.in

& Konkan
WRO (Support) Mithilesh Mouriya 7304494598/ mmouriya@nse.co.in
022 26598219

Northern Regional Office (NRO)

Delhi, UP & Rest of North Vikas Panwar 9582230061 vpanwar@nse.co.in

Delhi, UP & Rest of North Niladri Chatterjee 8826269496 nchatterjee@nse.co.in

Rajasthan Shiv Chauhan 9319538440 schauhan@nse.co.in

NRO (Support) Deepika Bisht Bhoriya 7303738684/ dbhoriya@nse.co.in

011 49393054

Ahmedabad Regional Office (ARO)

Gujarat & MP Prashant Shah 9041057022 shahp@nse.co.in

Gujarat & MP Chetan Bhardwaj 8691905012 chetanb@nse.co.in

ARO (Support) Palak Patel 7203841611/ 079 palakp@nse.co.in

49008644

Kolkata Regional Office (KRO)

WB, Bihar, Odisha, Jharkhand, Chattisgarh & Ishita Banerjee 9038704967 ibanerjee@nse.co.in
North East
KRO (Support) Debdipta Dasgupta 9903492781/ ddasgupta@nse.co.in
033 40400424

Chennai Regional Office (CRO)

Karnataka Prerna Malik 7829487805 pmalik@nse.co.in

AP & Telangana Kommanapally Kishore 8019758961 kkishore@nse.co.in

TN & Kerala Rakesh Raman 9790912391 rraman@nse.co.in

CRO (Support) J Kalpana Reddy 9618703756 jreddy@nse.co.in

So this festive season, aim to go digital & beyond with NSE Invest.
Together, let’s aim to reach the pinnacle of success.

#GoDigital&Beyond #OneStopSolution #NSEInvest #ABigLeapIntoTheFuture

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Mutual Fund
Platform

National Stock Exchange of India Ltd.,

Exchange Plaza, C-1, Block G, Bandra Kurla Complex, Bandra (E) Mumbai – 400 051